The Pegasus Equity Portfolio Dashboard The Pegasus Dashboard component is provided to all Pegasus customers FREE of charge. The Pegasus Dashboard.

Slides:



Advertisements
Similar presentations
Technology Platform For Professional IFAs Welcome To Advisor Platform URL to Access Advisor Platform
Advertisements

Soft Solutions for those who cant Afford to make Errors.
5 minute Online Demonstration. What is the Rental Workbook? Its an easy way to organise your rental property records – like an electronic cashbook. Its.
Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.
WELCOMES ALL OF YOU INVESTMENT PROFIT/LOSS LONG TERM CAPITAL GAIN/LOSS SHORT TERM CAPITAL GAIN/LOSS SPECULATION CAPITAL GAIN/LOSS.
Dukasge © ASSET MANAGEMENT CURRENCY TRADING MANAGEMENT.
Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.
Welcome to a brief overview of Project Workout Live! This is the “corporate home page” where you can access the projects, communications, directory and.
How Stock Portfolios Create Excess Return Market Timing Strategic Themes Security Selection Contributing Factor Modest Low Impact on Portfolio Return Importance.
Vicentiu Covrig 1 Mutual funds Mutual funds. Vicentiu Covrig 2 Diversification Professional management Low capital requirement Reduced transaction costs.
ZipLogix® Online Real Estate Training Hosting Online Meetings with zipConsult™
Chapter 12 Global Performance Evaluation Introduction In this chapter we look at: –The principles and objectives of global performance evaluation.
Relay Online Sign Up! Set Up! Fundraise!. Welcome to Relay Online 2013.
1 Introduction of Trading, Clearing and Settlement of Futures Contracts in Mauritius Steve Leung Sock Ping Chairman Central Depository & Settlement Co.
How to Start Selling Your Products Online A Checklist for Success! Danny Rocks, The Company Rocks.
CAS Seminar on Ratemaking1 Provisions for Profit and Contingencies Charles L. McClenahan, FCAS, ASA, MAAA William M. Mercer, Inc.
Hedging Strategies Using Futures Chapter 4. Long & Short Hedges A long futures hedge is appropriate when you know you will purchase an asset in the future.
OCTAVIA’S PRESENTATION ON WEEBLY WHAT IS WEEBLY? A free website that allows individuals to build a free website. As of 2012 weebly hosts over 20 million.
Welcome to MnR Capital MANAGEMENT Family. Wealth Management Equity Derivatives Debentures Currencies Bonds Commodities Mutual Funds Insurance Fixed Deposits.
Customized Online Investing Solution for our Chairman Circle’s Platinum Members.
Creating Fundraising Frenzy!
1. Begin Quick Start 2. Administration 3. Good to Know 4. Slightly Technical 5. User Experience 6. You are ready to go !
AN OVERVIEW LINEAR MANAGED ACCOUNTS. 2 Linear Managed Accounts An all encompassing investment administration platform through which you can: Access an.
Deploying ArcGIS at a Small Utility Michael Miller Pat Dolan Howard Crothers.
Mutual funds (see Ch. 16 Hirschey and Nofsinger)
Backtest Results Ryan Simmen March, 2017.
Explain the nature of decision support system.(DSS)
Double Bitcoin + IN 90 DAYS Without Recruiting Automatic System
The Role Reversal
Hedging Strategies Using Futures
5 In the Survey Options section, click an option to determine whether users' names will appear in survey results, and then whether users can respond to.
Mutual Funds and Hedge Funds
Welcome to the new, improved
Chapter 3 Hedging Strategies Using Futures
The Pegasus Equity Portfolio
How to calculate Portfolio Performance
5 In the Survey Options section, click an option to determine whether users' names will appear in survey results, and then whether users can respond to.
Deploying ArcGIS for Water
Hedging Strategies Using Futures
Notes for Advisors LPL Tracking # The attached has been given an 'Approved As Is' status by Marketing Regulatory Review. For advisors who want.
of our Partners and Customers
“Using The stock market to generate wealth is one of the fastest ways you can become a millionaire. It use to be reserved for the privileged and wealthy,
TREASURY ORGANIZATION AND STRUCTURE
Chapter 18 Asset Allocation
5 In the Survey Options section, click an option to determine whether users' names will appear in survey results, and then whether users can respond to.
Basics of Futures Trading and Trading Platforms to Choose From.
Lecture Outline 4 Transaction Systems and Beyond
(1888 PressRelease) MotiveWave Software Releases Versions with Cryptocurrencies and Volume and Order Flow Tools
WarrantechWarrantech is now partnering with American Residential Warranty
Portfolio Advisory Group
CrossXing Revised 6/30/16 HCB00480.
Let Your Capital Take Flight™ The Pegasus Equity Portfolio Let Your Capital Take Flight™ The Pegasus Model Equity Portfolio was developed to enable.
Hedging Strategies Using Futures
TREASURY ORGANIZATION AND STRUCTURE
BUSINESS HIGH SCHOOL-ACCOUNTING II
Mutual Funds and Hedge Funds
IBM Systems Middleware Integration – IBM API Economy Strategy
Investor protection and MIFID
Fixed Income performance results are not reflective of a stand-alone, dedicated fixed income investment strategy. Performance is that of the fixed income.
Relay Online Sign Up! Set Up! Send!
Relay Online Sign Up! Set Up! Send!
David Faerber, LCEE October 13, 2017
Converter for Outlook and SharePoint Converter converts Outlook s to SharePoint list items Converter creates SharePoint.
Wiggio group - Brief user guide
IRON CONDOR – TRADE EXAMPLES
Smart Connect – Supplier Portal Training
TRADING COURSE © Copyright Options Trading IQ. All Rights reserved.
WELCOME TO YOUR PERSONAL FINANCIAL PORTAL
Trading platforms Zili Zhou.
Presentation transcript:

The Pegasus Equity Portfolio Dashboard The Pegasus Dashboard component is provided to all Pegasus customers FREE of charge. The Pegasus Dashboard is a useful tool that enables a Member to monitor the current capital allocations of the Pegasus Model Portfolio and to replicate the changing capital allocations if they feel it is an appropriate position for their own investing goals. As an upgrade, there is an enhanced version which allows the investor to directly import investment positions from select brokers and to fully manage their entire investment portfolio on an semi-automated basis. In both cases, important information from the Pegasus Team is provided to help our Members to effectively manage their capital allocations in a changing market environment.

Pegasus Portfolio Dashboard Welcome Screen with Guiding Principles

Pegasus Portfolio Beta and Relative Exposure Risk Analysis

Pegasus Portfolio Positions, Income, and Gains & Losses & Net Liquidation Value

Pegasus Portfolio Portfolio Valuation and Profitability Portfolio Values are Automatically Recalculated at the of Each Trading Day

Pegasus Portfolio Capital Allocation & Deployment Model Portfolio Capital Allocations are Automatically Applied to Your Dashboard so you can Easily See any Unallocated Capital and you can Take the Appropriate Action to Bring Your Portfolio Insync With the Model. We Even Calculate the Tranche Size (periodic capital deployment amount) to Make it as Easy & Simple as Possible.

Pegasus Portfolio Capital Allocation Configuration Weekly Change Keeping Track of the Capital Allocation Changes Could Not Be Any More Simple & Straightforward

Pegasus Portfolio Long Exposure – Hedged Exposure – Relative Performance The Model Portfolio Adds Exposure and Hedges Positions Depending on the State of the Market. This Provides for Compounding Not Found in Other Portfolio Strategies

Personal Pegasus Dashboard Each Member will have access to their own Portfolio Dashboard thru the Pegasus website. Members simple enter an initial capital amount and subsequent transactions and all portfolio allocations are automatically calculated based on the Model Portfolio Allocations. Members will be notified by email when changes to the Model Portfolio are made. Members will receive a comprehensive report of the Model Portfolio each weekend explaining all relevant issues. Members will receive Market Master each weekend providing a complete analysis of the state of the U.S. equity markets. Members can then take positions in their own portfolio if they feel it prudent and appropriate for their own investment styles and goals. Members will receiving notifications and capital allocations based strictly on the Model portfolio, none of which should be construed as investment advice and is not provided based on any knowledge of an individual members personal situation.

Thank you for using the Pegasus Dashboard Your Dashboard is unique to you and is not shared in any way with our service provider or Pegasus Portfolios. You may stop using the Pegasus Dashboard at any time while continuing your Pegasus subscription. We have a Getting Started page on the site.   To get there click on the name in the upper right, then on Help, and Getting Started. Here is a direct link: https://www.pegasusportfolios.net/gettingstarted

Portfolio Research Partners Helping Individual Investors Prosper Enjoy Your Free Online Portfolio Dashboard Let Your Capital Take Flight™ Portfolio Research Partners Helping Individual Investors Prosper